HEGD
Price
$24.92
Change
+$0.07 (+0.28%)
Updated
Oct 17 closing price
Net Assets
518.65M
HELO
Price
$64.91
Change
+$0.28 (+0.43%)
Updated
Oct 17 closing price
Net Assets
3.46B
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HEGD vs HELO

Header iconHEGD vs HELO Comparison
Open Charts HEGD vs HELOBanner chart's image
Swan Hedged Equity US Large Cap ETF
Price$24.92
Change+$0.07 (+0.28%)
Volume$99.71K
Net Assets518.65M
JPMorgan Hedged Equity Ldrd Ovrly ETF
Price$64.91
Change+$0.28 (+0.43%)
Volume$262.18K
Net Assets3.46B
HEGD vs HELO Comparison Chart in %
HEGD
Daily Signalchanged days ago
Gain/Loss if bought
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HELO
Daily Signalchanged days ago
Gain/Loss if bought
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HEGD vs. HELO commentary
Oct 19, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is HEGD is a Buy and HELO is a Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
HELO has more net assets: 3.46B vs. HEGD (519M). HEGD has a higher annual dividend yield than HELO: HEGD (11.250) vs HELO (5.153). HEGD was incepted earlier than HELO: HEGD (5 years) vs HELO (2 years). HELO (0.50) has a lower expense ratio than HEGD (0.88). HELO has a higher turnover HEGD (17.00) vs HEGD (17.00).
HEGDHELOHEGD / HELO
Gain YTD11.2505.153218%
Net Assets519M3.46B15%
Total Expense Ratio0.880.50176%
Turnover17.0030.0057%
Yield0.390.7254%
Fund Existence5 years2 years-
TECHNICAL ANALYSIS
Technical Analysis
HEGDHELO
RSI
ODDS (%)
Bearish Trend 2 days ago
69%
Bearish Trend 2 days ago
41%
Stochastic
ODDS (%)
Bullish Trend 2 days ago
82%
Bearish Trend 2 days ago
37%
Momentum
ODDS (%)
Bearish Trend 2 days ago
67%
Bearish Trend 2 days ago
55%
MACD
ODDS (%)
Bearish Trend 2 days ago
60%
Bearish Trend 2 days ago
52%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
81%
Bullish Trend 2 days ago
84%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
82%
Bullish Trend 2 days ago
85%
Advances
ODDS (%)
Bullish Trend 4 days ago
81%
Bullish Trend 5 days ago
83%
Declines
ODDS (%)
Bearish Trend 9 days ago
63%
Bearish Trend 3 days ago
57%
BollingerBands
ODDS (%)
Bearish Trend 4 days ago
65%
Bullish Trend 2 days ago
85%
Aroon
ODDS (%)
Bullish Trend 2 days ago
81%
Bullish Trend 2 days ago
82%
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HEGD
Daily Signalchanged days ago
Gain/Loss if bought
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HELO
Daily Signalchanged days ago
Gain/Loss if bought
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HELO and

Correlation & Price change

A.I.dvisor indicates that over the last year, HELO has been closely correlated with GS. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if HELO jumps, then GS could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HELO
1D Price
Change %
HELO100%
+0.43%
GS - HELO
79%
Closely correlated
-0.97%
AXP - HELO
79%
Closely correlated
+7.27%
DOV - HELO
77%
Closely correlated
+0.22%
AMZN - HELO
76%
Closely correlated
-0.67%
BX - HELO
76%
Closely correlated
-1.05%
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